Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.573 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48043.01 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46648.13 Kr¶
PnL: ---------------------------------------> -240.44 Kr¶
DD now: ---------------------------------> -1.207 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 15:20:23.750812'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 2.880000 | 2873.500000 | 237.500000 | 9.010000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.660000 | 3156.400000 | 185.400000 | 6.240000 | 2971.000006 |
| Corem Property Group B | 59 | 5.600000 | 679.090000 | 102.090000 | 17.690000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 5.460000 | 448.200000 | 93.200000 | 26.250000 | 355.000000 |
| HMS Networks | 2 | 1.350000 | 721.600000 | 48.600000 | 7.220000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Midsona B | 63 | 2.870000 | 609.210000 | 26.210000 | 4.500000 | 582.999984 |
| Fastighetsbolag. Emilshus Pref | 21 | 4.670000 | 588.000000 | 26.000000 | 4.630000 | 562.000005 |
| Nordea Bank Abp | 29 | 0.870000 | 3479.420000 | 25.420000 | 0.740000 | 3453.999992 |
| Boozt | 12 | 0.500000 | 1678.800000 | 24.800000 | 1.500000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.350000 | 270.480000 | 24.480000 | 9.950000 | 246.000000 |
| OEM International B | 7 | 2.740000 | 551.600000 | 23.600000 | 4.470000 | 527.999997 |
| MedCap | 2 | 4.720000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| Coor Service Management Hold. | 8 | 0.590000 | 549.200000 | 17.200000 | 3.230000 | 532.000000 |
| Intrum | 4 | 2.070000 | 543.400000 | 16.400000 | 3.110000 | 527.000000 |
| Eastnine | 4 | -0.160000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Norva24 Group | 16 | 0.290000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Resurs Holding | 22 | -0.230000 | 583.660000 | 9.660000 | 1.680000 | 573.999998 |
| AcadeMedia | 12 | 0.940000 | 566.640000 | 9.640000 | 1.730000 | 557.000004 |
| Essity A | 4 | 0.000000 | 1158.000000 | 9.000000 | 0.780000 | 1149.000000 |
| Karnov Group | 9 | -1.630000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Essity B | 2 | 0.490000 | 579.200000 | 5.200000 | 0.910000 | 574.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.410000 | 548.000000 | 2.000000 | 0.370000 | 546.000000 |
| Swedbank A | 3 | 0.400000 | 563.250000 | -0.750000 | -0.130000 | 564.000000 |
| Securitas B | 6 | 0.810000 | 568.200000 | -1.800000 | -0.320000 | 570.000000 |
| CTEK | 13 | 2.660000 | 531.700000 | -2.300000 | -0.430000 | 533.999999 |
| SAAB B | 8 | 2.000000 | 3348.000000 | -29.000000 | -0.860000 | 3377.000000 |
| International Petroleum Corp. | 5 | 2.980000 | 536.000000 | -58.570000 | -9.850000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.740000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| Vivesto | 1368 | 2.560000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| OX2 | 18 | -1.700000 | 1508.400000 | -155.600000 | -9.350000 | 1663.999992 |
| Axfood | 13 | 0.660000 | 3578.900000 | -177.100000 | -4.720000 | 3756.000001 |
| Ovzon | 52 | 2.600000 | 3073.200000 | -288.800000 | -8.590000 | 3361.999992 |
| Fasadgruppen Group | 35 | -1.210000 | 3423.000000 | -388.000000 | -10.180000 | 3810.999990 |
| TOTAL | 46648.130000 | -240.440000 | -1.20683% | 46888.564618 |
Updated:¶
'2023-01-16 15:51:46.345291'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
